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Hedge Funds Similar to Hexagon Partners

13F Portfolio OverlapQ1 2026Hexagon Partners portfolio →
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Most similar hedge funds by 13F overlap

Hexagon Capital Partners LLC is an institutional investor managing $683M across 252 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hexagon Partners are Horrell ,, Legacy Wealth Partners,, Disciplined Investments,, with shared positions in $JBHT, $DDS, $TSN, $USB, $VZ, $PM. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Notable overlap · 3 shared positions
$JBHT$DDS$TSN
$219M
194 positions
#2Legacy Capital Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$JBHT$USB$VZ$PM
$485M
385 positions
#3Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$JBHT$UPST$USB$COP$DDOG$NEE
$279M
141 positions
#4ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DDS$USB$NEE$PM$DUK
$237M
89 positions
#5Rockport Wealth LLCActive
Some overlap · 3 shared positions
$DDS$USB$NEE
$549M
101 positions
#6Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$DDS$T$PM
$40.7B
64 positions
#7LEUTHOLD GROUP, LLCPassive
Some overlap · 3 shared positions
$DDS$USB$BAC
$939M
211 positions
#8GREENWOOD GEARHART INCActive
Some overlap · 3 shared positions
$JBHT$USB$TSN
$1.8B
134 positions
#9SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 6 shared positions
$DDS$EPD$VZ$PFE$DDOG$DUK
$119M
61 positions
#10Belleair Asset Management, LLCPassive
Some overlap · 7 shared positions
$UPST$EPD$BAC$T$NEE$PM
$110M
77 positions
#11Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$DDS$USB$NEE$DUK
$130M
96 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Slight overlap · 7 shared positions
$UPST$USB$COP$BAC$DDOG$NEE
$350M
95 positions
#13Brucke Financial, Inc.Passive
Slight overlap · 6 shared positions
$UPST$USB$COP$BAC$DDOG$T
$197M
166 positions
#14R.H. Investment Group, LLCPassive
Slight overlap · 5 shared positions
$EPD$USB$COP$VZ$PM
$130M
45 positions
#151834 INVESTMENT ADVISORS COPassive
Slight overlap · 6 shared positions
$UPST$USB$COP$VZ$PFE$T
$801M
206 positions
#164WEALTH ADVISORS, INC.Passive
Slight overlap · 4 shared positions
$UPST$DDS$USB$COP
$117M
142 positions
#17FLC Capital AdvisorsPassive
Slight overlap · 6 shared positions
$EPD$USB$BAC$PFE$NEE$PM
$560M
221 positions
#18Addis & Hill, IncSmart money
Slight overlap · 3 shared positions
$EPD$UPST$USB
$164M
27 positions
#19TD PRIVATE CLIENT WEALTH LLCPassive
Slight overlap · 6 shared positions
$UPST$USB$COP$VZ$PM$DDOG
$4.8B
1,649 positions
#20Evansbrook LLCActive
Slight overlap · 6 shared positions
$UPST$USB$BAC$DDOG$NEE$PM
$150M
117 positions
#21MassMutual Private Wealth & Trust, FSBPassive
Slight overlap · 5 shared positions
$UPST$USB$COP$BAC$NEE
$3.9B
2,444 positions
#22POM Investment Strategies, LLCPassive
Slight overlap · 7 shared positions
$UPST$COP$BAC$VZ$PFE$T
$80M
433 positions
#23Unison Advisors LLCActive
Slight overlap · 5 shared positions
$UPST$DDS$COP$VZ$DDOG
$1.3B
175 positions
#24Community Bank of RaymoreActive
Slight overlap · 7 shared positions
$USB$COP$BAC$TSN$PFE$T
$149M
74 positions
#25DCM Advisors, LLCActive
Slight overlap · 7 shared positions
$USB$COP$BAC$VZ$PFE$T
$220M
38 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.